This is the Blog of Hector Garcia, QuickBooks ProAdvisor and Trainer in South Florida.  Content topics found here will be mostly QuickBooks functions, tips and tricks on how to learn QuickBooks and use it better, accounting related material, and Tax tips.
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Importing an IIF file into QuickBooks Desktop 2019 or 2020

Starting the 2019 version of QuickBooks Desktop, Intuit has added a “security” protocol to minimize the amount of data corruption that QuickBooks could potential get from importing IIF files, however, this has increased issue for most people trying to import an IIF file. So, if you are having issues importing am IIF file (that comes […]

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QuickBooks Online Bookmark Shortcuts

A lot of the QuickBooks Online functions can be accessed via direct links, which I strongly recommend to have in your bookmarks area for ready access.  This video explains the process: And you can purchase my complete bookmark set for $25:   Here is a list of all known shortcuts as of Jan 2020: […]

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Why QuickBooks Online ADVANCED?

There is a lot of confusion out there about what QuickBooks Online Advanced is and what is not. For a little context, QuickBooks Online offers 4 versions of the software: $25/month: QuickBooks Simple Start $40/month: QuickBooks Essentials $70/month: QuickBooks Plus $150/month: QuickBooks Advanced You can check out the latest pricing for them and/or sign up […]

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Creating a new “clean” QuickBooks Desktop file

I have many clients that asks me to create a brand new “fresh” QuickBooks Desktop file for their business, because the old file has been corrupted or bloated with too much data.  And there are many ways to set that up, but the fundamental items that we setup : Import Chart of Accounts Import Opening […]

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Convert PDF Bank Statements or CSV files to .QBO for QuickBooks Bank Feeds

Updated 01/06/2020 In a nutshell, if you have a PDF bank statement from your bank or downloaded a CSV file and would like to import it into QuickBooks using Bank Feeds (Online Banking), this is an article you may want to pay attention to. Note: if your bank transaction data is in an EXCEL file, […]

Posted in Advanced Excel, Advanced QuickBooks, Blog Postings & Tips, Hector Garcia, Import Excel Data into QuickBooks, QuickBooks Apps / Addons, QuickBooks to Excel, QuickBooks Training | 3 Comments

Is a legitimate link to purchase QuickBooks at a discount?

YES it is a legit link! should re-route you to the QuickBooks signup link: which is a QuickBooks Solution Provider reseller link that allows you to purchase QuickBooks Online straight from Intuit but with a 50% discount for the first year.  In this case the reseller is Hector Garcia, CEO of Quick Bookkeeping […]

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Is QuickBooks Enterprise cloud based?

No.  QuickBooks Enterprise is Desktop-Based.  Ir requires a PC with Windows to run.  However, if you host QuickBooks Enterprise using a cloud hosting service such as RightNetworks, you can run QuickBooks from any PC or Mac with internet access using Remote Desktop Connection (Also known as Terminal Services) which allows the computer to connect to […]

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I just got QuickBooks, but do not know where to start…

This is a common email I get on a weekly basis; a small business owner gets QuickBooks and assumes that everything is going to be easy and no accounting knowledge is needed to use QuickBooks.  Well, the good news is that, this could be true.  Most of my clients after some basic training and consulting […]

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Choose the right version of QuickBooks…

We developed this 200+ feature comparison matrix to help you compare all versions of QuickBooks by the feature level. If you are new to the QuickBooks world and are looking to choose a version, we can help you if you answer these questions: Access How many people need to access your accounting system? What type […]

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2019 Tax Brackets

Here is the tax brackets: Hector GarciaMore Posts Follow Me:

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Thinking about Integrating any software with QuickBooks?

There are a lot of customized or industry-specific operating/administrative systems that are really great at what they do to help the business manage the day to day operations, but they are usually limited in the accounting (“general ledger”) side.  So the idea to “integrate” that system with QuickBooks comes up often. In some cases, these […]

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Integration of e-commerce and QuickBooks

First, let’s start by defining “e-commerce” as selling items (mostly physical/tangible products, but digital products and services could apply as well; although rare) via web-based channels such as: Amazon, E-bay, Etsy, Opencart, Shopify, Magento, BigCommerce, Volusion, Squarespace, WooCommerce, Squarespace, Wix, etc. If you are unsure which platform/channel you are using, your web designer/programmer should be […]

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Should you upgrade to QuickBooks Enterprise in 2020?

If you are coming from another system or QuickBooks Online, its important to understand the vast differences in features, check out this matrix But, if you are a current QuickBooks Pro/Premier user, there are a few important CORE features that make QuickBooks Enterprise a much more powerful system compared to its Pro and Premier counterparts: QuickBooks Enterprise […]

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Exporting or Converting QuickBooks Online to QuickBooks Desktop

If you are able to export your QuickBooks Online company file onto QuickBooks Desktop, keep in mind that there will be a lot of data changed or loss, here is a list: NOTE: this list is a slightly modified version of Intuit’s official list:   Audit Log: Audit Log data is not exported but you […]

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What QuickBooks Enterprise CAN and CANNOT do with Inventory

UPDATED 12/02/2019 What QuickBooks Enterprise can do with Inventory (as of version 2020): Track Inventory Parts and Inventory Assemblies (Bill of Materials) Build sub-assemblies (Inventory Assemblies within other Inventory Assemblies) Track Multiple Units of measure Track Backorders with Sales Orders Track Item Receipts separately to Bills with Enhanced Inventory Receiving.  BUT WE RARELY RECOMMEND THIS […]

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